MAFM

Mid Atlantic Financial Management Portfolio holdings

AUM $1.49B
1-Year Est. Return 24.08%
This Quarter Est. Return
1 Year Est. Return
+24.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$961M
AUM Growth
+$43.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
781
New
Increased
Reduced
Closed

Top Buys

1
+$8.37M
2
+$7.72M
3
+$7.43M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$5.13M
5
BAR icon
GraniteShares Gold Shares
BAR
+$4.2M

Top Sells

1
+$11.9M
2
+$9.59M
3
+$7.26M
4
DEUS icon
Xtrackers Russell US Multifactor ETF
DEUS
+$6.74M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$5.86M

Sector Composition

1 Financials 7.04%
2 Technology 6.45%
3 Healthcare 4.6%
4 Industrials 3.86%
5 Consumer Discretionary 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$138K 0.01%
13,230
-275
677
$135K 0.01%
27,580
-135
678
$128K 0.01%
16,950
+5,000
679
$125K 0.01%
19,500
-1,500
680
$124K 0.01%
10,011
-887
681
$124K 0.01%
19,000
+1,000
682
$123K 0.01%
11,446
683
$122K 0.01%
12,800
-1,300
684
$122K 0.01%
10,187
+8
685
$119K 0.01%
48,000
+9,700
686
$115K 0.01%
+10,404
687
$114K 0.01%
2,158
+4
688
$112K 0.01%
16,000
-3,400
689
$109K 0.01%
10,199
-1,833
690
$106K 0.01%
15,246
-14,420
691
$105K 0.01%
41,300
+2,500
692
$104K 0.01%
15,287
+4,206
693
$104K 0.01%
3,505
694
$104K 0.01%
+2,160
695
$98K 0.01%
20,825
+7,550
696
$96K 0.01%
20,300
-5,400
697
$92K 0.01%
23,800
+100
698
$90K 0.01%
6,088
699
$83K 0.01%
+10,200
700
$82K 0.01%
7,300
26 27
28
29 30